里昂:下調博彩股目標價,降澳博控股、美高梅中國評級至跑贏大市
里昂發表報吿,將2022和2023年澳門博彩總收入預測分別下調24%和10%,EBITDA預測分別下降72%和20%,預計博彩總收入將在2024年第一季恢復至2019年的水平。
里昂全線下調澳門博彩股目標價,並將澳博(0880.HK)和美高梅中國(2282.HK)評級由買入下調至跑贏大市。該行維持對永利澳門(1128.HK)和金沙中國(1928.HK)的買入評級,以及對銀河娛樂(0027.HK)的跑贏大市評級。
里昂認為,澳門博彩企業第一季盈利應該疲軟,將集中關注在高槓杆營運商如何度過另一個盈利長期受壓的時期,因為第二季的情況會惡化。
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